Senior Wealth Advisor: Lead UHNW Relationships & Planning

Wiss; Florham Park (NJ); On-site; USD 130,000 - 160,000; Full time

Benefits offered by this job

Discretionary Performance Bonus

Comprehensive Benefits Package

Professional development support

Job summary

A leading wealth management firm in New Jersey seeks a Senior Financial Advisor to lead client relationships and deliver holistic wealth management advice. The candidate will oversee comprehensive wealth management planning for high-net-worth clients, utilizing investment, estate, and tax strategies. With 8-10 years of experience and relevant certifications, you will play a pivotal role in building trust and mentoring junior staff in a rapidly growing environment. Competitive salary and benefits offered.

Qualifications

• 8-10+ years of experience in wealth management or private client advisory.
• Demonstrated expertise advising high-net-worth clients.
• Additional credentials (CFA, CPA, JD) preferred.

Responsibilities

• Lead advisor for HNW and UHNW clients overseeing wealth management.
• Develop and implement financial plans incorporating investment strategies.
• Mentor and train junior advisors and associates.

Skills

Client relationship management

Wealth management advice

Analytical skills

Communication skills

Mentoring ability

Education

Bachelor’s degree in Business, Finance, or related field

CFP® certification

Series 65 certification

Job description

A leading wealth management firm in New Jersey seeks a Senior Financial Advisor to lead client relationships and deliver holistic wealth management advice. The candidate will oversee comprehensive wealth management planning for high-net-worth clients, utilizing investment, estate, and tax strategies. With 8-10 years of experience and relevant certifications, you will play a pivotal role in building trust and mentoring junior staff in a rapidly growing environment. Competitive salary and benefits offered.